# McCarty Wealth

> McCarty Wealth is a state-registered investment advisory firm in Rockledge, FL, registered since 2025, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 16, 2026.

- CRD: 333888
- Filed as: MCCARTY WEALTH
- Legal name: McCarty Wealth, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Rockledge, FL
- Filing period: October 2026
- Form ADV filing dated: March 16, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/333888
- AdvisorCensus page: https://advisorcensus.com/firm/mccarty-wealth-rockledge-fl-333888

## Quick answers

**How is McCarty Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), McCarty Wealth reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is McCarty Wealth located?**
McCarty Wealth's principal office is in Rockledge, FL, according to its Form ADV.

**Is McCarty Wealth registered with the SEC or a state?**
McCarty Wealth is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 333888.

**How much does McCarty Wealth manage?**
McCarty Wealth reports $55,484,033 in regulatory assets under management in its Form ADV filing dated March 16, 2026 (100% discretionary).

**What types of clients does McCarty Wealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (73); high net worth individuals (12).

**Does McCarty Wealth report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/333888

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $55,484,033
- Discretionary: $55,484,033
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 73 | $29,267,320 |
| High net worth individuals | 12 | $26,216,713 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, KS
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- mccartywealth.com
- Facebook facebook.com
- LinkedIn @mccarty-wealth
- YouTube @mccartywealth

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. McCarty Wealth (CRD 333888): Form ADV filing data as of October 2026.